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JPMorgan BetaBuilders US Mid Cap Equity ETF

21 hedge funds and large institutions have $1.63B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$25.8M)

5% less funds holding

Funds holding: 2221 (-1)

12.88% less ownership

Funds ownership: 106.19%93.31% (-13%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.62B -$47.4M -631,849 -3%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.31M +$1.12M +14,941 +105%
AssetMark Inc
3
AssetMark Inc
California
$1.64M -$44.8K -597 -3%
Citadel Advisors
4
Citadel Advisors
Florida
$1.4M -$2.77M -36,971 -68%
Morgan Stanley
5
Morgan Stanley
New York
$1.15M +$76.5K +1,019 +8%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$820K +$155K +2,064 +25%
LPL Financial
7
LPL Financial
California
$791K +$30.2K +402 +4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$395K -$331K -4,411 -47%
MPWT
9
MassMutual Private Wealth & Trust
Connecticut
$166K -$450 -6 -0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$108K +$3.08K +41 +3%
IWP
11
IAG Wealth Partners
Wisconsin
$87K +$76.1K +1,014 +1,222%
Wells Fargo
12
Wells Fargo
California
$61.4K +$56.3K +750 +3,000%
Bank of America
13
Bank of America
North Carolina
$34.5K +$1.28K +17 +4%
FFA
14
Farther Finance Advisors
California
$20.8K +$75 +1 +0.4%
FAM
15
Family Asset Management
South Carolina
$5.31K -$1.58K -21 -24%
SWM
16
Spire Wealth Management
Virginia
$2.54K +$2.4K +32 New
HI
17
Harbour Investments
Wisconsin
$2.38K +$2.25K +30 New
GRP
18
Global Retirement Partners
California
$2.22K +$525 +7 +33%
EWA
19
EverSource Wealth Advisors
Alabama
$1.11K +$1.05K +14 New
RA
20
Rise Advisors
New York
$971
LFA
21
LGT Financial Advisors
Texas
$713 +$675 +9 New
FTUS
22
Flow Traders U.S.
New York
-$3.14M -41,607 Closed
Goldman Sachs
23
Goldman Sachs
New York
-$1.32M -17,556 Closed
BAM
24
Belpointe Asset Management
Nevada
-$3.17K -42 Closed
AAS
25
Ameritas Advisory Services
Nebraska
-$525 -7 Closed

BBMC Hedge Fund Activity: Q2 2023 in Review

21 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q2 2023, worth a combined $1.63B — up 1.6% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BBMC and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.12M. The largest seller was JP Morgan Chase, cutting an estimated $47.4M.

  • 21 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q2 2023, down from 22 in Q1 2023.
  • Funds reported $1.63B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 4 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q2 2023 was Janney Montgomery Scott, an estimated $1.12M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q2 2023 was JP Morgan Chase, an estimated $47.4M sold.

Based on aggregated 13F filings for Q2 2023.